Live Financial Events

Join us for expert-led live financial events that delve into cutting-edge strategies, financial behavior insights, and industry trends. Stay ahead with exclusive content crafted by seasoned professionals, equipping you with the tools to navigate the dynamic personal finance space.

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We are a full-service keynote speaking, instructor and consulting team catering to the financial service profession.

Latest Past Events

Future Proof Your Practice

This presentation will leverage strategic foresight tools and teach attendees how to identify disruptors to a financial professional’s business. Dr. Baxter teaches a principle called STEEPLE, which is a foresight […]


Navigating Goal Congruence with Couples

This one-hour course focuses on helping advisors understand how to navigate working with couples when there is goal incongruence. Being on the same page with goals is crucial for the […]

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